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SHP Wealth Management’s Circle Internet Group CRCL Stock Holding History

SHP Wealth Management’s Portfolio CRCL Stock Details CRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15K Buy
240
+200
+500% +$19.5K ﹤0.01% 856
2026
Q1 		$3.82K Hold
40
– – ﹤0.01% 1133
2025
Q4 		$3.17K Buy
+40
New +$4.13K ﹤0.01% 1058

Other funds holding CRCL

ICCFIA
IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $437M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SHP Wealth Management's CRCL Position: Q2 2026 in Review

SHP Wealth Management increased its Circle Internet Group (CRCL) stake by 500% in Q2 2026, buying an estimated $19.5K and bringing the position to 240 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

SHP Wealth Management first reported a position in CRCL in Q4 2025 and has held it in 3 quarters since. 564 funds tracked by Wall St. Rank hold CRCL as of Q2 2026.

  • SHP Wealth Management held 240 shares of Circle Internet Group worth $15K as of Q2 2026.
  • SHP Wealth Management bought 200 Circle Internet Group shares in Q2 2026, an estimated $19.5K.
  • Circle Internet Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #856 holding.
  • SHP Wealth Management first reported a position in Circle Internet Group in Q4 2025 and has held it in 3 quarters since.
  • 564 funds tracked by Wall St. Rank held Circle Internet Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.